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Original filing (PDF)20251013141533NAL0000701555002
NETWORK FOR LIFE
Form 5500
FILING_RECEIVED
NETWORK FOR LIFE 401(K) PLAN
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
350
Accounts w/ balance
446
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Transamerica Trust Company Cash Reserve Account" is 99% of plan.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NETWORK FOR LIFE.
Plan sponsor
Name
NETWORK FOR LIFE
EIN
45-4472492
Address
770 KINNEAR ROAD · SUITE 200 · COLUMBUS, OH · 43212
Phone
(800) 535-5667
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
BARNES DENNIG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART ADVISORS | 31-1440043 | — | INVESTMENT ADVISORY- PLAN | $40K | — |
Investments
2 direct securities · 3 pooled funds· $21.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$21.5M
2 holdings
Common Collective Trust
$0
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Trust Company Cash Reserve Account | — | — | — | $21.3M | 97.4% | |
| Participants Notes Receivable with interest rates of 3.31% to 9.50% | — | — | — | $222K | 1.0% | |
| CORE PLUS BD II R1 WILMINGTON TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GR FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| WT EUROPACIFIC GR TRUST R1 WILMINGTON TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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